Redrawing Documents (Title Workflow)

Review these scenarios for next steps to take after a lender has redrawn documents

Note: When documents are redrawn, the previous old documents will be Canceled

How to check if a Closing Meeting has been added to a Settlement Order

To check this, from the Order/File, select the Meetings tab:

If a Meeting has been created from the Order you will see it under the Meetings tab: 

If that area is blank, there has not been a Meeting created on this Order.

Redrawing Documents before a meeting has been scheduled 

Situation: Lender documents have been rejected or a new version of documents come through before you create the Closing Meeting.

Solution:

• The Lender is notified documents have been rejected. They will make the necessary corrections and redraw the Closing Package to Stavvy.
  • You will receive an email that new documents have been uploaded to the file.
  • The Lender may also utilize the Messages feature to send you a notification that your documents are ready. 
• Follow the standard meeting creation workflow
  • When you create a Meeting from this Order, the redrawn documents will show as an option to include in the Meeting, the rejected documents will not.

Redrawing Documents after a meeting has been scheduled 

Situation: After scheduling your Closing Meeting you find an error and reject the documents or a new version of the documents have come through. 

Solution:

• The Lender is notified documents have been rejected. They will make the necessary corrections and redraw the Closing Package to Stavvy.
  • You will receive an email that new documents have been uploaded to the file 
  • The Lender may utilize the Messages feature within the File to send a notification to you that the documents are ready to be pushed to the Meeting.

• Title will need to cancel the meeting with the old documents attached
  • The meeting can be accessed via the File/Order page and clicking the Meetings tab
  • Or by locating the Meeting on the Meetings page 
• Click on the Meeting to be brought to the Meeting Details page
  • At the top right, click More actions 
    • Select Cancel 

• Follow the standard meeting creation workflow
  • When you create a Meeting from this Order, the redrawn documents will show as an option to include in the Meeting, the rejected documents will not.

Redrawing documents after meeting has been completed

Situation: You have rejected the Lender Documents or new documents have come through after the Closing Meeting has been completed. Documents need to be redrawn, and a new closing meeting needs to be scheduled. 

Solution:

• The Lender is notified documents have been rejected. They will make the necessary corrections and redraw the Closing Package to Stavvy.
  • You will receive an email that new documents have been uploaded to the file 
  • The Lender may also utilize the Messages feature to send you a notification that your documents are ready.
• Follow the standard meeting creation workflow
  • When you create a Meeting from this Order, the redrawn documents will show as an option to include in the Meeting, the rejected documents will not.

Still have questions? Reach out to support@stavvy.com!